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JPMorgan Chase
JPM

Overview Fund Activity

4,601 hedge funds and large institutions have $495B invested in JPMorgan Chase in 2024 Q4 according to their latest regulatory filings, with 594 funds opening new positions, 1,696 increasing their positions, 1,922 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,601
Holders Change
+434
Holders Change %
+10.42%
% of All Funds
61.24%
Holding in Top 10
790
Holding in Top 10 Change
+174
Holding in Top 10 Change %
+28.25%
% of All Funds
10.52%
New
594
Increased
1,696
Reduced
1,922
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$82.1M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$1.08B
2
BlackRock
BlackRock
New York
+$1.02B
3
Viking Global Investors
Viking Global Investors
Connecticut
+$904M
4
DZ Bank
DZ Bank
Germany
+$612M
5
UBS AM
UBS AM
Illinois
+$591M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.45B
2
Capital World Investors
Capital World Investors
California
-$1.32B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$745M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$347M
5
Franklin Resources
Franklin Resources
California
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
2726
bLong Financial
Tennessee
$1.82M +$1.82M +7,575 New
CC
2727
Commons Capital
Massachusetts
$1.81M -$29.5K -123 -2%
BPW
2728
Bingham Private Wealth
California
$1.81M +$1.81M +7,568 New
MWP
2729
Madison Wealth Partners
Wisconsin
$1.81M +$20.6K +86 +1%
KCM
2730
Kathmere Capital Management
Pennsylvania
$1.81M +$342K +1,428 +23%
FOA
2731
Five Oceans Advisors
California
$1.81M +$66.4K +277 +4%
OWA
2732
ORBA Wealth Advisors
Illinois
$1.81M -$5.99K -25 -0.3%
WCAMG
2733
Woodard & Company Asset Management Group
North Carolina
$1.81M +$22.8K +95 +1%
MAM
2734
McLean Asset Management
Virginia
$1.8M +$75.5K +315 +4%
TFA
2735
Transamerica Financial Advisors
Florida
$1.8M -$195K -813 -10%
GWP
2736
Gen-Wealth Partners
Michigan
$1.8M -$201K -840 -10%
CIM
2737
Corda Investment Management
Texas
$1.8M +$63.5K +265 +4%
SIC
2738
Sterling Investment Counsel
New York
$1.8M -$2.21M -9,235 -55%
AWM
2739
AllSquare Wealth Management
New York
$1.8M -$20.4K -85 -1%
VC
2740
Veracity Capital
Georgia
$1.8M -$36.7K -153 -2%
KSWWM
2741
Keyes Stange & Wooten Wealth Management
Florida
$1.8M -$41.7K -174 -2%
EM
2742
ELCO Management
New York
$1.79M -$96.6K -403 -5%
PWP
2743
Pursue Wealth Partners
California
$1.79M -$122K -510 -6%
BDF
2744
Black Diamond Financial
Maryland
$1.79M -$25.6K -107 -1%
TWP
2745
Triad Wealth Partners
Kansas
$1.79M +$1.79M +7,459 New
ACP
2746
Argyle Capital Partners
California
$1.79M +$1.79M +7,448 New
JWA
2747
JFS Wealth Advisors
Pennsylvania
$1.78M -$130K -542 -7%
WG
2748
Wealth Group
North Carolina
$1.78M -$3.6K -15 -0.2%
MAM
2749
Milestone Asset Management
Pennsylvania
$1.78M -$252K -1,052 -12%
SFS
2750
Security Financial Services
Indiana
$1.78M +$92K +384 +5%
108 109
110
111 112